CB PARAPLANNING LTD

💤Zombieactive
08559998 · ltd · incorporated 2013-06-07
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Apr 2025
Net worth
£-2.9k
book net assets
Opportunity
73/100
Strong
🔔
Follow this company (free)
Email alerts on filings, charges, director changes, gazette notices. No account needed.

Unsubscribe any time from any email. GDPR-respectful.

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch
What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
Pass (distressed without resilience)
Distressed active trading company — structural issues outweigh the discount.

Opportunity 73/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: strategic trade sale (65/100).

Data confidence

Overall: medium (70/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile
address, 1 SIC codes, incorporation date
100
Financials
1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed
50
Lenders & charges
Confirmed no charges registered
85
Directors & officers
1 officers (1 active, 1 linked, 1 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
Network not yet resolved
30
Filing history
34 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
73/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
50
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Negative net assets
Liabilities exceed assets by £2,876

Key financials

1 year extracted from filed iXBRL accounts
Cash
—
Net Worth
-£3k
Current Assets
£3k
Current Liabilities
—

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-04-30
Total assets£1.4k
Current assets£2.6k
Net assets£-2.9k

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

1 signal detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.

Available from the Pro tier upwards.

See pricing →

Recent activity

Last 30 days
1
filing
  • • 1 confirmation-statement
Last 90 days
1
filing
  • • 1 confirmation-statement
Last 180 days
2
filings
  • • 1 confirmation-statement
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (18 events)Click to expand
  1. 2026-01-27
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2025-05-07
    📄
    change-account-reference-date-company-previous-shortened
    accounts · AA01
  3. 2024-11-25
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  4. 2024-02-26
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2023-03-29
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  6. 2022-02-14
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  7. 2021-05-20
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2020-12-06
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  9. 2020-12-06
    📄
    change-person-director-company-with-change-date
    officers · CH01
  10. 2019-12-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  11. 2019-03-28
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2019-01-28
    📄
    change-person-director-company-with-change-date
    officers · CH01
  13. 2019-01-28
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  14. 2019-01-28
    📄
    change-person-director-company-with-change-date
    officers · CH01
  15. 2019-01-28
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  16. 2018-02-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  17. 2013-06-07
    🏢
    Company incorporated
    As CB PARAPLANNING LTD
  18. 2013-06-07
    ➕
    BLETSO, Carrie-Ann Lee appointed
    director

Owner dependency

80/100
Critical — business is the founder

The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.

FACTORS
  • +Sole director: Only one active director — all governance concentrated on one person.
  • +No director turnover: Company is 13 years old with no director changes — suggests a very tight-knit founder team never broadened.

Succession & seller-readiness

58/100
Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
  • secondary12+ year tenure: Director in role 13 years.
  • supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

clean
No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Miss Carrie-Ann Lee Bletso
Individual · British · DOB 05/1980 · age 46
75–100%
—75-100% shares06/04/2016

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

Similar companies

Active · Financial services · SN postcode area
CompanyEst. valueTurnoverNet worthStaffAgeOppDirector
BURSARY ADMINISTRATION LIMITED→
06780777 · est 2008 · no financials extracted
————17y——
C HARDIE MORTGAGE & PROTECTION SERVICES LTD→
12686812 · est 2020 · no financials extracted
————5y——
CADE MCKEEVER LTD→
04350423 · est 2002 · no financials extracted
————24y——
CAPRIDIS LTD→
15721628 · est 2024 · no financials extracted
————1y——
CARTER MOORE FINANCIAL ADVICE AND WEALTH MANAGEMENT LTD→
08441390 · est 2013 · no financials extracted
————13y——
CBFP UK LTD→
14222982 · est 2022 · no financials extracted
————3y——
CDR RISK SERVICES LIMITED→
17047867 · est 2026 · no financials extracted
———————
CEDRUS CAPITAL LTD→
13787105 · est 2021 · no financials extracted
————4y——
CLEAN ENERGY INVESTMENTS (UK) LTD→
11238635 · est 2018 · no financials extracted
————8y——
CONFEDERATION MORTGAGE SERVICES LIMITED→
01827371 · est 1984 · no financials extracted
————41y——
CONSULTIO SLASH CONSULTIUS LTD→
15954224 · est 2024 · no financials extracted
————1y——
CORPAY FUNDING (UK) LIMITED→
16801354 · est 2025 · no financials extracted
———————
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

7 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.

Available from the Pro tier upwards.

See pricing →
🔒Advanced scoring suite

Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.

Available from the Pro tier upwards.

See pricing →

Company details

Statusactive
Typeltd
Incorporated2013-06-07
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding

Registered office

36 The Hyde Purton
Swindon
Wiltshire
SN5 4EA
United Kingdom

Filing status

Accounts
Next due: 2027-01-31
Last made up to: 2025-04-30
Confirmation statement
Next due: 2027-05-20
Last: 2026-05-06

Officers (1 active · 0 resigned)

BLETSO, Carrie-Ann Lee→
director · ~46y · appointed 2013-06-07
View their other companies + combined net worth →
Active

Click a director name to see their full track record across all companies.

Recent filings (34 total)

confirmation-statement-with-updates
confirmation-statement · CS01
2026-06-02
accounts-with-accounts-type-micro-entity
accounts · AA
2026-01-27
confirmation-statement-with-updates
confirmation-statement · CS01
2025-05-21
change-account-reference-date-company-previous-shortened
accounts · AA01
2025-05-07
accounts-with-accounts-type-micro-entity
accounts · AA
2024-11-25
confirmation-statement-with-updates
confirmation-statement · CS01
2024-07-15
accounts-with-accounts-type-micro-entity
accounts · AA
2024-02-26
confirmation-statement-with-updates
confirmation-statement · CS01
2023-06-25
accounts-with-accounts-type-micro-entity
accounts · AA
2023-03-29
confirmation-statement-with-updates
confirmation-statement · CS01
2022-06-24
accounts-with-accounts-type-micro-entity
accounts · AA
2022-02-14
confirmation-statement-with-updates
confirmation-statement · CS01
2021-06-22
accounts-with-accounts-type-micro-entity
accounts · AA
2021-05-20
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2020-12-06
change-person-director-company-with-change-date
officers · CH01
2020-12-06